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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,530 | $102,429-20.4% | $147,096-44.6% | $80,925+0.7% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 15.27% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,102 | $6,649+172.3% | $8,071+124.3% | $4,299+321.1% |
| Admin fee / account holder | $27 | $7,957-99.7% | $13,005-99.8% | $6,940-99.6% |